Intergy Private Wealth’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Intergy Private Wealth’s Portfolio SPYG Stock Details SPYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$11M	Buy	89,523 +1	+0%	+$120	2.47%	10
2026 Q2	$10.7M	Sell	89,522 -677	-0.8%	-$77.4K	2.46%	10
2026 Q1	$8.83M	Buy	90,199 +1	+0%	+$104	2.59%	8
2025 Q4	$9.6M	Buy	90,198 +1	+0%	+$106	2.9%	8
2025 Q3	$9.43M	Sell	90,197 -1,783	-2%	-$178K	2.95%	8
2025 Q2	$8.77M	Sell	91,980 -246	-0.3%	-$21.1K	2.99%	8
2025 Q1	$7.41M	Sell	92,226 -1,629	-2%	-$142K	2.82%	8
2024 Q4	$8.25M	Buy	93,855 +1	+0%	+$86	3.08%	8
2024 Q3	$7.78M	Sell	93,854 -200	-0.2%	-$16K	2.96%	8
2024 Q2	$7.54M	Sell	94,054 -691	-0.7%	-$51.6K	3.11%	8
2024 Q1	$6.93M	Sell	94,745 -258	-0.3%	-$18K	2.85%	8
2023 Q4	$6.18M	Buy	95,003 +4,209	+5%	+$260K	2.67%	9
2023 Q3	$5.38M	Buy	90,794 +3	+0%	+$184	2.69%	9
2023 Q2	$5.54M	Sell	90,791 -597	-0.7%	-$34.2K	2.71%	8
2023 Q1	$5.06M	Sell	91,388 -679	-0.7%	-$36K	2.83%	8
2022 Q4	$4.67M	Sell	92,067 -7,363	-7%	-$383K	2.92%	8
2022 Q3	$4.98M	Buy	+99,430	New	+$5.59M	3.53%	6

Other funds holding SPYG

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Intergy Private Wealth's SPYG Position: Q3 2026 in Review

Intergy Private Wealth increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0% in Q3 2026, buying an estimated $120 and bringing the position to 89,523 shares worth $11M. The position accounts for 2.47% of the portfolio, ranked #10.

Intergy Private Wealth first reported a position in SPYG in Q3 2022 and has held it in 17 quarters since. 312 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

Intergy Private Wealth held 89,523 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $11M as of Q3 2026.
Intergy Private Wealth bought 1 State Street SPDR Portfolio S&P 500 Growth ETF share in Q3 2026, an estimated $120.
State Street SPDR Portfolio S&P 500 Growth ETF made up 2.47% of Intergy Private Wealth's portfolio in Q3 2026, its #10 holding.
Intergy Private Wealth first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2022 and has held it in 17 quarters since.
312 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

Based on Intergy Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.